About Avidity Wealth Management Ltd.
Established in 1986, we are a four director, independent adviser practice offering a full range of financial services to our clients. Each director has an area of expertise including pensions, investments, tax planning, life assurance and mortgages, ensuring that we can offer advice to a full range of corporate and individual clients.
Avidity Wealth Management offices are based in St Albans, Hertfordshire and Co. Mayo, Ireland. Avidity Wealth Management Ltd. is 100% owned by the two principal directors Tim Yates and Peter Ambrose.
Please find below a brief summary of the Avidity Wealth Management Ltd. team:
Peter Ambrose, Director
Peter also set up his IFA business in 1986 and merged it with Avidity Wealth Management Ltd. in 1998. Peter is the lead director for a number of corporate schemes as well as providing the full range of financial advice to a portfolio of clients. Peter is a fully qualified adviser. In addition, Peter is a qualified mortgage adviser - his mortgage clinics have proved popular with a number of our corporate clients.
Tim Yates, Director
Tim spent 16 years working for large insurance companies specialising in corporate benefits and latterly self-invested personal pensions (SIPP). Tim is a fully qualified adviser and, in addition, he holds the G60 pension specialism qualification and the Investment Management Certificate, the qualification required for investment fund managers. Tim joined Avidity Wealth Management Ltd. in 2004 and became an equity director of the business in 2005.
Jackie Doherty, Director
Jackie joined Avidity Wealth Management Ltd. in 1994 working originally as an administrator. She became a fully qualified adviser in 2001 and was promoted to Director in 2004. Jackie provides financial advice to a range of clients many of whom are members of group pension schemes administered by Avidity Wealth Management Ltd.
Roger Davis, Adviser
Roger entered the financial services industry in 1997 directly after graduating from university. Before joining Avidity Wealth Management Ltd, Roger spent over a decade consulting for large blue chip financial companies. Roger is a fully qualified financial adviser and advises in the areas of individual and family financial planning, corporate financial planning and employee benefits. Roger is also a qualified mortgage adviser.
Sarah Belsom, Adviser
Sarah began her career in 1995 after graduating with a Financial Services degree. She has worked for large insurance companies specialising in individual and corporate pensions, investments and life assurance. Sarah became an IFA in 2005. She is a fully qualified adviser and is working towards attaining Chartered IFA status. Sarah has been brought into Avidity Wealth Management Ltd not only to look after her own clients, but also to extend the range of services available to existing Avidity Wealth Management clients.
Eamonn Free, Adviser
Eamonn began his career in 1978 with Norwich Union. He has worked for a number of insurance companies specializing in pensions and investments over the past 30 years. He joined Avidity Wealth Management Ltd. in January 2009 as a qualified adviser.
The Support Team
Our administration team is headed by Lesley Bywater who has over 15 years of industry experience. The support team ensure that our clients receive the best possible service at all times.
Established in 1986, we are a four director, independent adviser practice offering a full range of financial services to our clients. Each director has an area of expertise including pensions, investments, tax planning, life assurance and mortgages, ensuring that we can offer advice to a full range of corporate and individual clients.
Avidity Wealth Management offices are based in St Albans, Hertfordshire and Co. Mayo, Ireland. Avidity Wealth Management Ltd. is 100% owned by the two principal directors Tim Yates and Peter Ambrose.
Please find below a brief summary of the Avidity Wealth Management Ltd. team:
Peter Ambrose, Director
Peter also set up his IFA business in 1986 and merged it with Avidity Wealth Management Ltd. in 1998. Peter is the lead director for a number of corporate schemes as well as providing the full range of financial advice to a portfolio of clients. Peter is a fully qualified adviser. In addition, Peter is a qualified mortgage adviser - his mortgage clinics have proved popular with a number of our corporate clients.
Tim Yates, Director
Tim spent 16 years working for large insurance companies specialising in corporate benefits and latterly self-invested personal pensions (SIPP). Tim is a fully qualified adviser and, in addition, he holds the G60 pension specialism qualification and the Investment Management Certificate, the qualification required for investment fund managers. Tim joined Avidity Wealth Management Ltd. in 2004 and became an equity director of the business in 2005.
Jackie Doherty, Director
Jackie joined Avidity Wealth Management Ltd. in 1994 working originally as an administrator. She became a fully qualified adviser in 2001 and was promoted to Director in 2004. Jackie provides financial advice to a range of clients many of whom are members of group pension schemes administered by Avidity Wealth Management Ltd.
Roger Davis, Adviser
Roger entered the financial services industry in 1997 directly after graduating from university. Before joining Avidity Wealth Management Ltd, Roger spent over a decade consulting for large blue chip financial companies. Roger is a fully qualified financial adviser and advises in the areas of individual and family financial planning, corporate financial planning and employee benefits. Roger is also a qualified mortgage adviser.
Sarah Belsom, Adviser
Sarah began her career in 1995 after graduating with a Financial Services degree. She has worked for large insurance companies specialising in individual and corporate pensions, investments and life assurance. Sarah became an IFA in 2005. She is a fully qualified adviser and is working towards attaining Chartered IFA status. Sarah has been brought into Avidity Wealth Management Ltd not only to look after her own clients, but also to extend the range of services available to existing Avidity Wealth Management clients.
Eamonn Free, Adviser
Eamonn began his career in 1978 with Norwich Union. He has worked for a number of insurance companies specializing in pensions and investments over the past 30 years. He joined Avidity Wealth Management Ltd. in January 2009 as a qualified adviser.
The Support Team
Our administration team is headed by Lesley Bywater who has over 15 years of industry experience. The support team ensure that our clients receive the best possible service at all times.